Internal Tasks for your Team

Modified on: Wed, 14 Feb, 2024 at 8:48 AM

More Tutorials from the Community

https://youtu.be/QjncCeaa1y8

https://youtu.be/h3SGywAkIyY

https://www.youtube.com/watch?v=QVUKrpakcDA

https://youtu.be/5mYt9yQssJU


Create and Manage internal tasks for your team in the "Tasks List Page" for easier project management.


In This Article


Create Contactless Tasks

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Create tasks on the task list page without a contact specifically for your team members. These tasks can be used to manage work and responsibilities within your team easily


Filter Internal Tasks

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Utilize the "Unassigned" option in the "Contact" filter field to filter out contactless/internal tasks for your team.


Assign, remove, or Reassign the Contact to a task

Along with creating contactless tasks, the contact can be added, removed, or reassigned anytime post a task is created giving you absolute control over managing the tasks in your subaccount 


These tasks are also visible in the Tasks list on the Dashboard page.


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